Heritage Oak Wealth Advisors’s Planet Fitness PLNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Hold
27,350
1.15% 16
2025
Q1
$2.64M Hold
27,350
1.16% 18
2024
Q4
$2.7M Buy
+27,350
New +$2.7M 1.27% 17
2024
Q3
Sell
-27,350
Closed -$2.01M 195
2024
Q2
$2.01M Buy
+27,350
New +$2.01M 1.02% 19